Image credit: Kim Min-Hee/AFP

February 02, 2023

America’s Hoped-For Asian Semiconductor Pact Looks Tricky

Featuring Martijn Rasser

Source: The Economist

The vision of a “democratic semiconductor supply chain” is not implausible. But creating chip networks rather than fuelling chip wars will require careful co-ordination within individual governments, between allied governments and across public and private sectors. Taiwanese and South Korean chipmakers are locked in a fierce contest to produce next-generation chips. Differences over history poison relations between Japan and South Korea—and have spilled over into the chip trade in the past. None of the countries’ bureaucrats are well-equipped to handle the complexity of semiconductor supply chains. The Chip 4 alliance itself reflects “limited thinking on this”, argues Martijn Rasser, a former senior American official: “How can you have a real conversation about semiconductor supply chains without the Netherlands and probably Belgium?”

Read the full story and more from The Economist.


  • Martijn Rasser

    Senior Fellow and Director, Technology and National Security Program

    Martijn Rasser is a Senior Fellow and Director of the Technology and National Security Program at CNAS. Prior to joining CNAS, Rasser served as a senior intelligence officer a...